Bookkeeping
Sales, purchases, expenses, payments and journals recorded with a traceable document trail.
Swiss accounting support
Financial records that remain clear throughout the year
Symplified manages bookkeeping, VAT, payroll coordination, annual accounts and management reporting for Swiss and internationally owned businesses. Xero gives clients secure access to current records while our team applies Swiss accounting and tax requirements.
Service coverage
Choose the support your organisation needs
We can manage the full accounting cycle or strengthen selected parts of an existing finance function.
Reconciliations
Bank accounts, payment providers, receivables and payables reviewed so unexplained balances do not accumulate.
Swiss VAT
Registration analysis, transaction coding, periodic return preparation and reconciliation of VAT control accounts.
Payroll coordination
Monthly payroll inputs, salary postings and coordination of social-security and source-tax information.
Annual accounts
Closing entries and financial statements prepared under the applicable Swiss reporting requirements.
Management information
Cash, profitability, working-capital and budget views prepared for owners, management or boards.
Xero advisory and bookkeeping
A cloud ledger configured for the Swiss entity
Xero centralises invoices, bills, bank information, documents and financial reports. Symplified sets up the accounting structure, reviews the data and turns the system into a controlled Swiss bookkeeping process.
✓Initial configuration and a chart of accounts adapted to the entity
✓Opening balances, historical data and migration checks
✓VAT codes, tracking categories and user permissions
✓Bank-feed and reconciliation workflows where supported
✓Invoice, bill and document-capture procedures
✓Monthly review, corrections and reporting
Responsibility map
Who provides what
A clear division of tasks keeps records complete and deadlines predictable.
| Area | Your team | Symplified | Xero |
|---|---|---|---|
| Business documents | Provide complete invoices, contracts, receipts and approvals. | Define submission rules and follow up missing support. | Stores digital records and links them to entries. |
| Accounting treatment | Explain the commercial purpose and unusual transactions. | Apply the chart, VAT treatment, accruals and review controls. | Records the entries and produces ledger reports. |
| Bank activity | Maintain authorised accounts and explain exceptional payments. | Review matching, investigate differences and complete reconciliation. | Imports supported bank data and provides matching tools. |
| Reporting | Set decision needs, budgets and reporting dates. | Prepare the close, analyse movements and communicate issues. | Generates reports from the recorded data. |
| Year end | Approve accounts and provide final confirmations. | Prepare closing adjustments, financial statements and audit support. | Maintains the detailed record used for closing. |
Accounting calendar
A predictable cycle for records and reporting
Frequency is adjusted to the size and activity of the business.
Capture
Submit invoices, bills, expenses, payroll inputs and key contracts.
Reconcile
Review banks, payment accounts, open items and unusual movements.
Report
Deliver agreed financial information with explanations and actions.
File
Prepare VAT and other recurring submissions from reviewed balances.
Finalise
Complete closing work, statutory accounts and the supporting file.
Starting or switching
A controlled handover into Xero
Before routine bookkeeping begins, we confirm the opening position and remove uncertainties that would otherwise reappear in every report.
✓Entity details, reporting basis and financial year
✓Latest approved accounts and current trial balance
✓VAT status, filing method and outstanding returns
✓Open customer, supplier, payroll and tax balances
✓Bank and payment accounts requiring reconciliation
✓Access rights, approval rules and reporting expectations
Questions
Accounting and Xero
Can Symplified take over an existing Xero organisation?
Yes. We first review the chart, opening balances, VAT configuration, reconciliations and access rights, then agree the corrections and handover date.
Can management keep access to the books?
Yes. Access can be configured according to responsibilities, allowing management to view information while protecting approval and accounting controls.
Does using Xero automatically make the accounts Swiss-compliant?
No. Xero is the accounting platform. The configuration, transaction treatment, documentation, closing judgements and statutory reporting still require professional review.
Can you support international groups?
Yes. The local bookkeeping can be coordinated with group reporting, multi-currency activity and parent-company deadlines, subject to the selected system features and agreed scope.
Reference information: Swiss SME Portal on accounting and auditing · Federal Tax Administration VAT information · Xero accounting software overview. Xero features vary by plan, market and connected provider.
Make the finance function easier to follow.
We will review your current records, reporting needs and Xero setup, then propose a practical accounting workflow.
Talk to Symplified